Wealth Management Coordinator

1 day ago


St Helens, St. Helens, United Kingdom Orange Recruitment Full time

Role Description:

We are seeking a highly skilled Wealth Management Coordinator to join our team. In this role, you will work closely with clients to provide expert advice on financial matters, including budgeting and wealth management.

Your Key Responsibilities:

  • Provide expert advice on financial matters, including budgeting and income maximisation
  • Work closely with clients to create and manage household budgets
  • Identify areas for improvement and develop tailored advice plans

Requirements:

To succeed in this role, you will need:

  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

Salary and Benefits:

The salary for this position is £25,900+ per annum, plus up to 5% pension contribution. You will also receive 25 days annual leave and hybrid working arrangements.



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